JL
Jason H. Lindquist
EVERSPIRE
Tacoma, WA
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CRD#: 5728205
JL
Professional summary
Jason Howard Lindquist is a registered financial advisor currently at EVERSPIRE located in Tacoma, Washington and E6 PORTFOLIOS located in Tacoma, Washington.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JHL Inc. - not investment related; Tacoma, WA; intended to hold a small percentage of profit interest in Everspire; 6/2022; 0hrs/month.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Howard Lindquist's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 7, 2017 - Present
EVERSPIRE
RIA
CRD#: 222515
Tacoma, WA
Current
October 13, 2023 - Present
E6 PORTFOLIOS
RIA
CRD#: 326617
Tacoma, WA
Past
February 9, 2010 - December 5, 2017
CEDERIAN INVESTMENTS, LLC
RIA
CRD#: 150925
AMERICAN FORK, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(12/7/2017)
Current Firm
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6900 South 900 East Suite 200, Midvale, UT 84047
Mailing Address
Phone number
(801) 545-8706
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,846 |
| AUM (Assets Under Management) | $ 181,142,726 |
Red Flags
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